Walkner Condon Financial Advisors LLC

Mitchell De Witt is a CFP® professional with nine years of industry experience, currently serving at Walkner Condon Financial Advisors LLC since 2018. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million across 627 client relationships. The firm employs a long-term, discretionary portfolio management approach based on modern portfolio theory and includes non-U.S. securities and third-party money managers in its investment strategies.

Andrew Klein is a financial advisor at Walkner Condon Financial Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Gateway Financial Partners, Advisors' Pride Inc., LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Klein is also the owner of F Point Consulting LLC, a business consulting firm. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets and employs a long-term, discretionary portfolio management approach incorporating modern portfolio theory and a diverse investible universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.

Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining his current firm in 2025. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term portfolio management approach grounded in modern portfolio theory and serves a client base that includes a notable number of non-U.S. investors.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He previously worked at Thun Financial Advisors from 2016 to 2019. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term trading approach based on modern portfolio theory and serves a notable non-U.S. client base with an investment universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.

Richard Farmer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2020. Prior to this, he worked at Thun Financial Advisors, LLC from 2014 to 2020. He is a partner in WC Tax Services LLC, a tax preparation business separate from his advisory role. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in assets across 627 client relationships, employing a long-term, discretionary investment approach that includes a diverse investible universe and incorporates non-U.S. securities.

Alicia Vande Ven is a CFP® and Series 65-licensed financial advisor at Walkner Condon Financial Advisors LLC with three years of industry experience. She has worked at Walkner Condon since 2022 and previously operated Asha's Homemade Candles for seven years. Alicia is also a partner in WC Tax Services LLC, a tax preparation business. Walkner Condon Financial Advisors provides investment management and advisory services to individuals, high-net-worth clients, and pension plans, managing approximately $733 million in assets. The firm employs a long-term, discretionary investment approach grounded in modern portfolio theory and offers services including financial planning and estate planning through a partnership with Wealth, Inc.

Evan Waltz is a financial advisor at Walkner Condon Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo and Co, Turnberry Solutions, and several other firms. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, discretionary investment approach based on modern portfolio theory and serves a notable non-U.S. client base with a diversified investible universe.

Ian Beardsley is a financial advisor at Walkner Condon Financial Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Madison Gas and Electric Company and EY. Outside of his advisory role, he serves as a board member for Kikiaola Land Company, Ltd, a real estate development firm in Hawaii. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets, employing a long-term, discretionary investment approach that includes a diverse investible universe and incorporates tax-preparation services through an affiliated business.

Andrew King is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2025. Prior to this, he worked for 25 years at Coordinated Capital Securities. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets, employing a discretionary, long-term investment approach that includes a diversified investible universe with non-U.S. securities and partnerships for estate planning and tax services.

Mary Jo Staniszewski is a financial advisor at Walkner Condon Financial Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company, Matthew M Heckmann, and Northwestern Mutual Investment Services LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach guided by individualized Investment Policy Statements and offers services including portfolio management, financial planning, and estate planning through a partnership with Wealth, Inc.

Clinton Walkner is a financial advisor with Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 66 designation and 21 years of industry experience. He has worked with Walkner Condon Financial Advisors since 2012 and has prior experience at Emerging RIA Consulting LLC, Walkner Condon Tax Services LLC, and WC Insurance Services LLC. Outside of his advisory role, he serves as a board member of Nakoma Golf Club and is involved in a private restaurant investment through ManBearPig Industries LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach grounded in modern portfolio theory and offers services including portfolio management, financial planning, third-party adviser selection, and estate planning.

Felipe Quaassdorff Molina is a CFA® charterholder currently with Walkner Condon Financial Advisors LLC in Madison, WI. He has one year of experience in the financial advisory industry, previously working at Terrace Wealth and holding roles outside the industry including at Washington University St Louis and various investment firms. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets and employs a discretionary, long-term investment approach grounded in modern portfolio theory, serving a diverse client base that includes significant non-U.S. exposure.

Paulina Price is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Walkner Condon in 2021, she worked at PBS Wisconsin and was involved with Rotary International. Walkner Condon Financial Advisors provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm uses individualized Investment Policy Statements and a discretionary, long-term investment approach that includes a diverse investible universe and may involve third-party money managers.

Tahlia Micoley is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at First American Financial Corporation and various positions outside the financial sector. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and retirement plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term approach guided by individualized Investment Policy Statements and offers a broad investible universe including mutual funds, ETFs, fixed income, real estate funds, annuities, and international securities.